April 27th from 1-4 pm Eastern Cost: $149 per person [Pending approval for 2 CFP Board CE credits for attendees] Join Maggie Klokkenga, CFP®, CPA, AFC® candidate, Ed Coambs MBA, MA, MS, CFP®, CFT-I™, LMFT, and Sarah Fallaw, Ph.D. for a hands-on workshop to help you apply the psychology of financial planning to your practice. You’ll learn how to use a structured process for exploring money beliefs, and best practices for being flexible in …
Bob Veres, the renowned author and publisher of Inside Information, recently reviewed each test from DataPoints. Here are a few of the highlights from his review: Read what this titan of the financial planning community had to say about the behavioral assessment library from DataPoints. Download the review of DataPoints here. …
Independent of our unique individual personality traits, values, and attitudes, we know that financial decisions and behaviors have the most significant impact on achieving money goals. Carrie Rattle, CEO & Founder of Behavioral Cents, is a financial therapist and coach who works to engage clients in exploring their money beliefs with the ultimate goal of helping to optimize their financial behaviors. In the brief conversation below, we explore how Carrie uses behavioral assessments in …
Part of the benefit of using behavioral assessments in financial planning is the ability to help clients understand why they make particular spending, saving, and investing decisions. Uncovering the “why” behind financial choices can open up a world of conversations and growth, growth that can lead to positive change. Maggie Klokkenga, CPA, CFP®, founder of Make A Money Mindshift, shared how she uses the power of assessments to help clients achieve what matters most through financial coaching packages …
When working to achieve financial goals, having a guide can be critical, especially when our patterns of financial choices need some enhancing. Working with a financial coach can improve how we make money-related decisions before working on a financial plan or investment strategy. See how Wise Pace, a financial coaching and planning firm in Atlanta, utilizes DataPoints solutions to ensure clients start on the right path towards financial success. Share with us a little …